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Step One

Initial Meeting

At our initial meeting, which is no cost to you, we will discuss your retirement plans and strategies for you to consider.

Feedback from our clients is that they walk out of this meeting knowing a ‘lot more’ than when they first walked in.

Come prepared with as many questions as you please. This initial meeting is FREE of charge. It’s a chance for us to get to know each other and answer your questions.

Book a Meeting

Step Two

Retirement Plan - $3,950

Whether you are still planning your retirement or have already retired, our fixed fee retirement income plan includes:

1. Forecasts for How Long Your Money Will Last

2. Alignment of Retirement Income to Meet Your Lifestyle

3. Retirement Strategies for Consideration

4. Identification of Risks

5. Preparation Recommendations

6. Alignment of Money with Your Values

7. Superannuation & Pension Analysis

8.  Five Silo Structuring Recommendations

 

You have no ongoing obligation upon completion of this retirement plan.

Upon completion, you have the choice to utilise our ongoing service offer. This is shown in Step 3 below.

Our ongoing service offer is payable monthly, either out of your superannuation fund or personally. Whichever you prefer.

‘No surprises’ is our surety to you. There is no long term commitment. Our service may be cancelled at any time at your discretion. You remain in control.

Step Three

What position are you currently in? Select from below:
Prior To Retirement:

The Stay On-TRAC Service Program

  • 1 yearly meeting
  • 2 meetings the year prior to your retirement
  • Personalised strategies implemented as per retirement plan
  • Super Fund recommendations implemented
  • Prepare financially for virtually anything that may happen - 5 silos of portfolio construction implemented
  • Retirement savings balancing tracking updated regularly towards retirement
  • Floor of safe income monitored and discussed at each meeting
  • Regular review of Sequence Risk issues near Retirement
  • Ongoing application of scientific investment theory
  • SMSF, gearing, capital gains tax advice
  • Transitioning into retirement advice
  • SMSF specialist advice
  • Estate planning advice
  • Tax minimisation strategies
  • Debt reduction strategies
  • Personal risk management

We will provide you with a no-commission, fixed fee service offer suitable to your needs.

Contact Us
Already In Retirement:

The Stay-On TRAC Service Program

  • 1 yearly meeting
  • 2 meetings the year after your retirement date
  • Strategic implementation of your retirement plan
  • Floor of safe income monitored and customised
  • Pension fund recommendations implemented
  • Prepare financially for virtually anything that may happen – 5 silos of portfolio construction implemented
  • Pension forecasts using dynamic simulations of best and worst case analysis
  • Application of scientific investment philosophy
  • Yearly Dynamic Pension Withdrawal Strategies
  • Regular Capital Tracking of values to plan
  • Anti-detriment analysis and super re-contribution strategies prior to retirement
  • Contingency plans developed
  • Intergenerational wealth designed
  • SMSF specialist advice and estate planning
  • Centrelink assistance (where applicable)

We will provide you with a no-commission, fixed fee service offer suitable to your needs.

Contact Us

I Am Ready To Build My Retirement Income Plan

Your first meeting is at no charge or obligation to you. Think of the meeting as a mutual due diligence chat where we get to know you and you get to know us!

Book a Complimentary Meeting